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Resolved! Report by terms

Is there report to show payment terms for customers. Is this possible? I've looked through reports and don't find "terms" as an option. This would be a great report!

janet_da by ServiceTitan Certified Administrator
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  • 2 replies
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Resolved! Sales by item - Report

Hello all Is there any report where I can see sales by item? I would like to know how many times we've sold an specific item (it's service, no trackable).ThanksJuliana

julianaf by New Contributor III
  • 2076 Views
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P&L Statement

What are some best practices or preferred methods of pulling a P&L Statement? Thank you in advance!Nik Lawhorn

nik_lawh by ServiceTitan Certified Administrator
  • 2761 Views
  • 4 replies
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Resolved! Progress billing

I created an estimate with tasks then I sold it and converted it, now my questions are... how do I invoice from it? Do I have to select the task and book it or is there another way? I know to go to the job and under the blue box I hit invoice but tha...

interstate by New Contributor II
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  • 1 replies
  • 2 kudos

On every invoice (no matter how they are paying) has a monthly est price at the bottom of it. Is there a way to take that off or select it if it applies to that particular invoice?

We do offer financing with three different companies as well as offering just buying the product out right. Either way, a monthly est price prints at the bottom and it also not accurate when it is applied to a financing account. Please email me if yo...

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